Ankur Kaushik

CEO

South Delhi, Delhi, India10 yrs 10 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in wealth management and financial advisory.
Proven track record in improving service models.
Strong background in retail banking and cash management.

Stackforce AI infers this person is a Wealth Management expert with strong financial services experience.

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Skills

Core Skills

Wealth ManagementFinancial AdvisoryFinancial AnalysisMarketingRetail BankingFinancial Services

Other Skills

Microsoft ExcelPresentation MaterialsMarketing PlanService ModelTeam EfficiencyMIS ReportsCash ManagementCustomer AcquisitionLoan AccountsNPA RecoveryMicrosoft PowerPointCreditConsumer LendingPoetry

About

As Vice President at Anand Rathi Wealth, I work closely with accomplished individuals and families to build, manage, and sustain their wealth with intention and clarity. Our approach spans advanced planning strategies, smart tax optimization, and identifying opportunities to deploy capital strategically. With a limited client base and dedicated teams, we ensure that we don’t just talk about exceptional service, we make it a lived experience for our clients.

Experience

10 yrs 10 mos

Total Experience

5 yrs 5 mos

Average Tenure

6 yrs 11 mos

Current Experience

Anand rathi wealth limited

3 roles

Vice President

Promoted

Feb 2025 – Present · 1 yr 2 mos

Wealth ManagementFinancial AdvisoryFinancial Analysis

Assistant Vice President

Promoted

Mar 2022 – Feb 2025 · 2 yrs 11 mos

Key Account Manager

May 2019 – Mar 2022 · 2 yrs 10 mos

Yes bank

Summer Intern

Apr 2018 – May 2018 · 1 mo · Mumbai Metropolitan Region

Independently Improved and Streamlined the Service Model for the Team
Developed Presentation Materials and Proposals to Assist Relationship Managers
Designed an Inclusive Marketing Plan for Mutual Funds
Developed and Designed a Dashboard in Excel for Improved MIS Reports

Microsoft ExcelPresentation MaterialsMarketing PlanFinancial AnalysisMarketing

Central bank of india

Probationary Officer

Apr 2013 – Mar 2017 · 3 yrs 11 mos · On-site

Monitored and Anticipated Daily Cash Outflow in Order to Have an Efficient Cash Management
Responsible for Acquiring New CASA and Retail Customers and Retaining of Old Customers
Responsible for Prudently Opening Loan Accounts
Solely Responsible for Passing all the Inward and Outward Clearing Cheques
Spearheaded a Team For Assisting in NPA Recovery of INR 13 Crores
Assisted in drawing up the performance budget of the circle and monitored the implementation of the settled budget including profit budget and envisaged an action plan
Developed an information system on basis of internal and external sources to provide statistical and qualitative information to executives on a periodical basis
Popularized and monitored the implementation of various deposit schemes and third-party products of the bank
Reviewed the overall performance of the branches coming under the zone on business, recovery and profitability
Monitored and analyzed the reasons for wide/ abnormal variations in deposits/ advances during the end of the financial year as per extant guidelines on window dressing